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Impact Partnership Wealth’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Impact Partnership Wealth’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-54
Closed -$2.48K – 1101
2023
Q3 		$2.48K Hold
54
– – ﹤0.01% 796
2023
Q2 		$2.49K Buy
+54
New +$2.33K ﹤0.01% 611

Other funds holding XMVM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Impact Partnership Wealth's XMVM Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q4 2023, closing a stake of 54 shares — an estimated $2.48K sold.

Impact Partnership Wealth first reported a position in XMVM in Q2 2023 and held it in 2 quarters. The position peaked at $2.49K in Q2 2023. 58 funds tracked by Wall St. Rank hold XMVM as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 54 Invesco S&P MidCap Value with Momentum ETF shares in Q4 2023, an estimated $2.48K.
  • Impact Partnership Wealth first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Invesco S&P MidCap Value with Momentum ETF position peaked at $2.49K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.